CWP
Concord Wealth Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.68M | Sell |
44,100
-68
| -0.2% | -$14.9K | 1.41% | 16 |
|
|
2025
Q1 | $8.4M | Sell |
44,168
-4,186
| -9% | -$796K | 1.38% | 15 |
|
|
2024
Q4 | $10.6M | Buy |
48,354
+3,979
| +9% | +$873K | 1.74% | 14 |
|
|
2024
Q3 | $8.27M | Buy |
44,375
+4,093
| +10% | +$763K | 1.38% | 17 |
|
|
2024
Q2 | $7.78M | Buy |
40,282
+168
| +0.4% | +$32.5K | 1.37% | 18 |
|
|
2024
Q1 | $7.24M | Buy |
40,114
+8,687
| +28% | +$1.57M | 1.3% | 18 |
|
|
2023
Q4 | $4.78M | Buy |
31,427
+6,290
| +25% | +$956K | 0.96% | 26 |
|
|
2023
Q3 | $3.2M | Buy |
25,137
+700
| +3% | +$89K | 0.68% | 29 |
|
|
2023
Q2 | $3.19M | Buy |
24,437
+4,236
| +21% | +$552K | 0.69% | 29 |
|
|
2023
Q1 | $2.09M | Sell |
20,201
-2,404
| -11% | -$248K | 0.59% | 29 |
|
|
2022
Q4 | $1.9M | Sell |
22,605
-4,460
| -16% | -$375K | 0.57% | 33 |
|
|
2022
Q3 | $3.06M | Buy |
27,065
+62
| +0.2% | +$7.01K | 0.97% | 21 |
|
|
2022
Q2 | $2.87M | Buy |
27,003
+26,021
| +2,650% | +$2.76M | 0.79% | 22 |
|
|
2022
Q1 | $3.2M | Buy |
982
+124
| +14% | +$404K | 0.83% | 22 |
|
|
2021
Q4 | $2.86M | Buy |
858
+584
| +213% | +$1.95M | 0.7% | 24 |
|
|
2021
Q3 | $899K | Sell |
274
-552
| -67% | -$1.81M | 0.37% | 22 |
|
|
2021
Q2 | $2.84M | Sell |
826
-27
| -3% | -$92.9K | 0.81% | 17 |
|
|
2021
Q1 | $2.64M | Buy |
853
+282
| +49% | +$872K | 0.89% | 16 |
|
|
2020
Q4 | $1.86M | Buy |
+571
| New | +$1.86M | 1.43% | 9 |
|